01
Written Intake & Screening
Same dayA short written intake establishes entity, market, revenue band, active award or contract, capital position and any documented compliance mandate. Nothing advances on a phone call alone, the record is created first. You will be asked who referred you: most clients arrive by referral from their attorney, CPA, banker, or another client. Do not send account numbers, investment documents, or confidential deal documents through the contact channels on this site. The invoice payment page is for card payment of an issued invoice only; documents move only inside an engagement, under NDA.
- ✓Legal entity, ownership and operating state
- ✓Who referred you (name and firm)
- ✓Annual revenue band and headcount
- ✓Active signed contract, award or LOI
- ✓Named mandate (FAR 52.219-9, M/WBE, SBE, OSHA, insurer or lender requirement)
- ✓Working capital and contract funding introductions through licensed partners, sized to the engagement. We do not lend, underwrite, or give investment advice. Referral relationships are disclosed in writing.
02
Authority & Sponsor Verification
24 hoursEngagements are peer to peer. We confirm the person at the table can sign, allocate budget and open internal doors. When the contact is not the principal, we ask for an executive sponsor before proceeding.
- ✓Principal, owner, C suite or documented signing authority
- ✓Budget owner identified by name and title
- ✓Internal stakeholders who must agree
- ✓Confirmation no incumbent advisor conflict exists
03
Independent Verification
48 to 72 hoursWe verify what was stated against public record before quoting anything. This is the step most consultants skip, and it is why scope later collapses.
- ✓Registration and award history in public federal and state records
- ✓Corporate registration and officer records
- ✓Certification status where diversity spend is claimed
- ✓Litigation, lien, debarment and suspension screening
- ✓Public safety, enforcement or citation history where workforce is involved
04
Free 30 Minute Introductory Conversation
ScheduledA working conversation, not a pitch. We name the bottleneck out loud, size it, and test whether it is actually solvable inside the engagement model. Either side can end the process here without cost.
- ✓The single bottleneck the engagement will be measured against
- ✓What has already been attempted and why it stalled
- ✓Decision timeline and internal resistance
- ✓Reciprocal vetting, you interview the practice, references included
05
Scope, Terms & Slot Release
Within 5 business daysA written scope defines deliverables, evidence artifacts, cadence and fee. Intake is capped, so a slot is only released once terms are countersigned.
- ✓Written scope of work with named deliverables
- ✓Evidence and documentation standard for every deliverable
- ✓Flat monthly or fixed fee terms, never hourly, never contingent on a federal award
- ✓Slot released only when one of the five principal seats is open
Government Contracting & Procurement
Yes, this process is used on government work, but as an operator and subcontract partner, not as a proposal shop. The distinction matters for how you engage it:
What it is used for
- Fulfillment of workforce, safety and training obligations
- Documented FAR 52.219-9 small business and diversity spend participation
- Prime and subcontract teaming as a supplier diversity partner
- Mobilization capital arranged through licensed funding partners
- Evidence and record keeping that survives an audit
What it is not
- Not a proposal writing or bid submission service
- No fee contingent on the award of a federal contract
- No representation of the practice's credentials as your own
- No staffing, dispatch or trade qualification
- No workshops or keynote speaking
Commercial and nonfederal engagements move through the same five stages. The only difference is Stage 03, where the verification set shifts from federal award records to corporate, licensing and insurer records.